Layout Manager does not offer contacts field in account

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  • Lynckmeister
    Junior Member
    • Nov 2021
    • 1

    Layout Manager does not offer contacts field in account

    Hi,
    If I create a new account (company) I would like to enter a new contact ( or relate an existing contact) to the new entry. I thougt, I can add the contact field within the layout manager, but it does not offer the contact filed although the account has a relation to the entity contact ...
    what are the rules for that , how can I acompish this ?

    thanks for your help ...
  • shalmaxb
    Senior Member
    • Mar 2015
    • 1602

    #2
    This works the following way:

    1. create an account
    2. create a new contact, there you will have the field for account
    3. Choose there your created account
    4. If a contact for that account exists, the contact now will be displayed in the bottom panel for contacts. As long as there is no contact, even the panel will not appear.

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